See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175,110 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $69,330 |
Service code 27 4830 W KENNEDY BLVD · TAMPA, FL 33609 | Advisory (Plan) | $53,587 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,001 | $53,136-37.9% | $155,509-78.8% | $199,593-83.5% |
| Participation rate | 97.0% | 64.1%+33.0pp | 78.2%+18.9pp | 72.0%+25.1pp |
| Annual return | 16.64% | 41.15%-24.5pp | 64.67%-48.0pp | 34.25%-17.6pp |
| Employer contribution / active EE | $1,686 | $1,851-8.9% | $4,672-63.9% | $3,034-44.4% |
| Participant deferral / active EE | $3,873 | $3,161+22.5% | $5,626-31.2% | $5,087-23.9% |
| Admin fee / account holder | $228 | $185+22.7% | $15,912-98.6% | $269-15.4% |